WealthManagment.com Daily Memo
|
|
| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | SEC Commissioner Caroline Crenshaw said single-stock ETFs posed "another, perhaps greater, risk" for investors than leveraged and inverse ETFs, and believed it would be hard for advisors to recommend such products while meeting their Reg BI obligations. FULL ARTICLE |
| |
| |
|
|
| RETIREMENT PLANNING | | | | Ed McCarthy | | Industry experts discuss the current landscape and the development of new features. FULL ARTICLE |
| |
| |
|
| WHITE PAPER | | | | Sponsored by Protective Life | | With the potential for major changes to the tax code, investors need smart, flexible tax strategies that can help them maximize returns. Know the tax strategies that help advisors differentiate themselves. LEARN MORE |
| |
| |
|
|
| REAL ESTATE | | | | WMRE Staff | | RentCafe looks at which U.S. markets are attracting the most apartment renters, based on metrics such as how long an apartment remains available after being listed. FULL ARTICLE |
| |
| |
|
| HIGH NET WORTH | | | | Neil Weinberg and David Voreacos | | Carlos Kepke, who advised Robert Smith, is one of many enablers that help Americans hide untaxed billions abroad, according to the IRS. FULL ARTICLE |
| |
| |
|
| SPONSORED WEBINAR | | | | Sponsored by Allianz Life Insurance Company of North America | | This webinar on July 13th will offer the first live look at the report's key findings, as well as explores takeaways that can help make an advisor's retirement planning efforts more productive. REGISTER NOW |
| |
| |
|
|
| | |
| You are subscribed to this newsletter as newsletter@newslettercollector.com
Questions or problems? Contact Customer Service
WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2022, Informa USA, Inc., All Rights Reserved . Privacy Policy | |
| | |
|
|
